01732 617 950 enquiries@cafinancialservices.co.uk
  • Facebook
  • Twitter
  • Facebook
  • Twitter
Financial Adviser Sevenoaks & Tonbridge IFA
  • Home
  • Areas of Financial Advice
    • Retirement
      • Retirement Planning
      • Pensions
      • Auto-Enrolment Pension
    • Savings, Investments & ISAs
    • Protection & Long Term Care
      • Protection & Long Term Care
      • Private Medical Insurance
    • Estate and Inheritance Tax Planning Advice
      • Estate and Inheritance Tax Planning Advice
      • Wills & Will Writing
      • Trusts
      • Lasting Power of Attorney
    • Lifetime Mortgages
      • Lifetime Mortgages
      • Qualifying for a Lifetime Mortgage
      • How do Lifetime Mortgages Work?
    • Pension Annuity Advice
  • Our Clients
    • Retirees
    • Families
    • Business Owners
    • Widows & Widowers
    • Divorcing or Separating
    • Receiving an Inheritance
  • Your Journey
  • About Us
  • Resources
    • Blog
    • Financial Planning Guides
  • Contact Us
Select Page

51% of adults don’t have a will. Here’s why it should be a priority task

by CA Financial Services | Apr 6, 2023 | Uncategorized

The benefits of having a will in place are well-documented, although if you don’t have a will, or haven’t updated it in some time, you’re not alone. A recent survey from MoneyAge has found that 51% of adults in the UK currently don’t have a will in place. Of those...

4 valuable ways a financial planner can help you tackle “overwhelming” pension information

by CA Financial Services | Apr 6, 2023 | Uncategorized

Do you find pension information confusing? You’re not alone; 50% of people in the UK describe the information they receive about their pension as “overwhelming”, according to a Standard Life study. Fortunately, there are places where you can seek guidance or advice....

Estate planning: Do you need to include Inheritance Tax?

by CA Financial Services | Apr 3, 2023 | Uncategorized

Inheritance Tax (IHT) can affect what you leave behind for loved ones. It’s essential you understand if it’s something you need to think about, as there could be steps you can take to reduce a potential bill. Over the last few months, you’ve read about what estate...

All the winners and losers from the 2023 spring Budget

by CA Financial Services | Mar 15, 2023 | Uncategorized

Just six months ago, Kwasi Kwarteng stood up in the House of Commons and delivered his controversial “mini-Budget”. The announcements ultimately brought down the short-lived Truss administration, with current chancellor, Jeremy Hunt, announcing a series of policy...

Your spring Budget update – the key news from the chancellor’s statement

by CA Financial Services | Mar 15, 2023 | Uncategorized

On Wednesday 15 March 2023, chancellor Jeremy Hunt presented his spring Budget. Focusing on the government’s aims to halve inflation, reduce public debt, and boost economic growth, Hunt delivered his first official Budget alongside the latest economic and fiscal...
« Older Entries
Next Entries »

Recent Posts

  • Your Autumn Budget update, and what it means for you
  • Guide: Planning for a longer life: Wellbeing tips and financial management strategies
  • Guide: What the Back to the Future ripple effect could teach you about financial planning
  • The home movers guide to mortgages
  • 3 retirement financial shocks that could affect your finances  

Recent Comments

No comments to show.

HEAD OFFICE:

CA Financial Services,
74 West End
Kemsing
Sevenoaks
Kent
TN15 6QE 

CONTACT INFO:

Phone: 0800 6444672
Phone: 01732 617950
Email: enquiries@cafinancialservices.co.uk
Web: Contact Us Page

REQUEST YOUR 100% FREE INITIAL IFA CONSULTATION CALL

Please click this box to confirm you accept the privacy notice

LATEST PUBLICATIONS:

Retirement Options & Lifetime Mortgages

Why you should remain invested

A choice of Investment Approaches

CA Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FRN 964558). CA Financial Services Ltd Registered in England & Wales No. 10149085. Registered Office: 74 West End, Kemsing, Sevenoaks, Kent, TN15 6QE.

Your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate estate planning, tax advice, wills, trusts or cashflow planning.

We offer independent advice from the whole of the market.

Click here to read our Privacy Notice
Click here to read our Privacy Policy

© Copyright 2012 - 2026 CA Financial Services Ltd. All rights Reserved | Site designed by https://perfectcloudhosting.uk/
  • Follow
  • Follow
  • Follow
  • Follow
We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it.